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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,885 | $114,013-96.6% | $103,693-96.3% | $155,188-97.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 20.70% | 49.31%-28.6pp | 47.61%-26.9pp | 148.84%-128.1pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,664 | $4,970-46.4% | $4,579-41.8% | $6,531-59.2% |
| Admin fee / account holder | $361 | $8,407-95.7% | $7,858-95.4% | $14,480-97.5% |